OpenAI’s valuation has skyrocketed to $500 billion, overtaking Elon Musk’s SpaceX to become the world’s most valuable startup. The surge highlights investor enthusiasm for generative AI, even as the company remains unprofitable. Meanwhile, Tesla reported record-breaking Q3 deliveries of nearly half a million vehicles, driven by buyers rushing to claim expiring federal tax credits. The question now: can Tesla sustain this momentum once incentives fade?

Elon Musk tells his 226 million followers to “Cancel Netflix for the health of your kids,” cutting ties with the streamer over its trans-inclusive programming and igniting a new round in the culture wars. Meanwhile, Tesla’s stock rockets 33% in September — its best month in nearly a year — as investors rally behind Musk’s AI and robotics vision. But with Q3 delivery numbers just days away, can Tesla’s fundamentals keep up with the hype? Miles Vega breaks it all down in today’s Elon Effect.

Elon Musk announces Grokipedia to challenge Wikipedia’s credibility, and Tesla quietly redesigns its FSD computer—streamlining production while doubling down on autonomy.

U.S. Senators Edward Markey and Richard Blumenthal are calling on regulators to investigate Tesla’s Full Self-Driving software after reports it failed to detect trains at railroad crossings. Miles Vega breaks down the growing scrutiny of Tesla’s autonomy push on The Elon Effect.

Viral claims of a Tesla “Model Pi” smartphone promising free global internet are false, but SpaceX is making real strides—completing a key static fire test ahead of Starship’s eleventh flight. Miles Vega separates fact from fiction on The Elon Effect.

SpaceX President Gwynne Shotwell reveals plans to embed Starlink-compatible chips in future smartphones, turning every phone into a satellite phone. Meanwhile, Tesla’s chief designer hints at a CyberSUV and smaller Cybertruck variants. Miles Vega breaks it down on The Elon Effect.

A Tesla influencer’s coast-to-coast Full Self-Driving attempt ended in disaster with a $22,000 repair bill, while The Boring Company applies to extend its Vegas Loop service to Harry Reid International Airport. Miles Vega unpacks it all on The Elon Effect.

Tesla’s upcoming affordable EV will be a simplified Model Y with pared-down features to cut costs, while Neuralink prepares a U.S. trial to translate brain activity directly into text for patients with speech impairments. Miles Vega covers it all on The Elon Effect.

Tesla rallies to a new 2025 closing high after a month-long surge fueled by Musk’s stock buy, compensation plan, and Robotaxi momentum. Meanwhile, xAI looks to raise $10 billion at a $200 billion valuation, joining the top tier of AI startups. Miles Vega covers it on The Elon Effect.

SpaceX lights up Florida’s Space Coast with a 6:53 a.m. Falcon 9 launch, deploying 28 Starlink V2 Mini satellites into low Earth orbit on the Starlink 10-27 mission. Miles Vega recaps the dazzling sunrise flight on The Elon Effect.